Arlie Green is a registered investment advisor at Farther, based in Newport Beach, CA, with 15 years of industry experience. Arlie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
4000 Macarthur Blvd., Suite 1050, Newport Beach, CA, 92660
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Regulatory History (1)
Regulatory
February 1995Other Business Activities
Arlie is the Owner, President, and Managing Principal of Fortress Wealth Management, dedicating approximately 60 hours per month to running the firm and advising clients. Arlie also works as a consultant for Sageview Advisory Group, providing advisory services to corporate defined contribution retirement plans, spending about half their time on this role.
Employment History
Current Registrations
Farther
Sageview Advisory Group, LLC
Previous Registrations
Mjm401k, LLC
Fortress Wealth Management, INC.
Financial West Investment Group, INC.
Financial West GroupBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.